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VP, Public Policy
#wealth #advisors #retirement #financialplanning #retirementplanning
#NorthAmerica
Kim has more than twenty-five years of experience working in the financial security profession. He has a strong background in life insurance, banking, individual and institutional investments, with em
Principal Retirement Consultant
#retirementplanning #retirementstrategies
#Northamerica
Alex Moen is a distinguished Principal Retirement Consultant at Marsh McLennan Agency, where he plays a pivotal role in providing expert guidance and consulting services to clients in the realm of ret
Director of Research
#stocks #growthinvesting #incomeinvesting #activemanagement #retirementplanning
I am currently taking on new clients for wealth management and other financial planning services so please contact me here, on email, or at (816) 509-3916, if you need some help securing your retireme
President and CEO
#retirementplanning #finance
Daniel J.
Vice President, ETF Strategist
#retirementplanning #investments
#Canada
Darim Abdullah is an ETF strategist for Invesco's ETF and indexed strategies team. In this role, his primary responsibilities include supporting the distribution team in their efforts to position Inve
Attorney and Product Manager
#RetirementPlanning #RetirementPlanConsulting #ERISA
David has over 15 years of experience in qualified and non-qualified retirement plan consulting, including plan design advice, investment management strategies, vendor selection, fiduciary consulting,
President
#investments #retirementplanning
Dawn Hynes, president of Hynes Associates, has spent her career in the Retirement and Investment Business. Her experience spans all market segments.Beginning her career in the large pension market, Da
President & Chief Investment Officer
Eric Hutchens is president and chief investment officer at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals an
Financial Advisor, Sales Manager
#retirementplanning #criticalillness #termlifeinsurance
Fazaad Bacchus embarked on his insurance sales journey in 1990 in Trinidad and Tobago, quickly establishing himself as a highly accomplished advisor. His stellar performance earned him numerous accola
Director in the Advanced Consulting Group, at Nationwide Retirement Institute
#employeebenefits #retirementplanning
At Nationwide Retirement Institute (part of Nationwide Financial), George specializes in the strategic and tactical uses of qualified retirement plans, non-qualified deferred compensation arrangements
Certified Financial Planner
#retirementplanning #coaching #taxplanning #womenempowerment #investing
Jacqueline Soong is a Certified Financial Planner® partnered with Desjardins Financial Security Independent Network (DFSIN). Jacqueline joined the network in 2014 after obtaining her Commerce degree f
Managing Partner of Wealth Solutions
amie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: H